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Disclosery

PSX PHILLIPS 66

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Stock (common), issuer CIK 1534701

2,062 managers (2,108 13F filers) reported a position in PSX shares at 2026-06-30, 317,747,204 shares in all. 136 filers opened a position and 162 filers sold out during the quarter.

Managers
2,062
13F filers
2,108
New
136
Added
808
Reduced
737
Sold out
162
Shares held by filers
317,747,204

Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.

13D and 13G filers

No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.

Insider trades

No Form 4 transaction on this security in the data.

13F holders, Q2 2026

Filers in the available 13F reports with a share position at 2026-06-30, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.

HolderSharesValue% of portfolioChangeSource
WealthTrust Axiom LLC6,969$1.18M0.26%+8913F-HRTimeline
Compound Planning, Inc.6,956$1.18M0.03%+90913F-HRTimeline
HUNTER ASSOCIATES INVESTMENT MANAGEMENT…6,893$1.17M0.13%-1613F-HRTimeline
PERRYMAN FINANCIAL ADVISORY INC /AD6,891$1.16M0.16%-5213F-HRTimeline
SummitTX Capital, L.P.6,860$1.16M0.03%new13F-HRTimeline
B. Riley Wealth Advisors, Inc.6,649$1.16M0.06%-21213F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC6,812$1.15M<0.01%-1,17713F-HRTimelineGroup
COMMERZBANK AKTIENGESELLSCHAFT /FI6,789$1.15M0.02%-27213F-HRTimeline
PRAIRIE ADVISORY, LLC6,779$1.15M0.28%13F-HRTimeline
Retirement Investment Advisors, Inc.5,772$1.14M0.08%-91513F-HRTimeline
TCW GROUP INCin group TCW GROUP INC6,768$1.14M0.01%+11913F-HRTimelineGroup
MATHER GROUP, LLC.6,722$1.14M0.01%+1,91613F-HRTimeline
Corsicana & Co.6,692$1.13M0.55%-29513F-HRTimeline
Drucker Wealth 3.0, LLC6,655$1.12M0.18%-313F-HRTimeline
Simplicity Wealth,LLC6,639$1.12M0.04%+83313F-HRTimeline
COMPASS CAPITAL CORP /MA/ /ADV5,139$1.12M0.36%-6113F-HRTimeline
Garrett Wealth Advisory Group, LLC6,596$1.12M0.17%-19413F-HRTimeline
America First Investment Advisors, LLC6,580$1.11M0.21%013F-HRTimeline
Penobscot Investment Management Company…6,577$1.11M0.08%+12313F-HRTimeline
MAIRS & POWER INC6,554$1.11M0.01%-5013F-HRTimeline
Institute for Wealth Management, LLC.6,553$1.11M0.1%-52613F-HRTimeline
BRADLEY FOSTER & SARGENT INC/CT6,525$1.1M0.02%-7913F-HRTimeline
First National Bank of Mount Dora, Trus…6,512$1.1M0.22%-7113F-HRTimeline
Miller Investment Management, LP6,500$1.1M0.1%013F-HRTimeline
Cornerstone Wealth Management, LLC6,490$1.1M0.05%-1213F-HRTimeline
SAGESPRING WEALTH PARTNERS, LLC6,477$1.09M0.02%+4513F-HRTimeline
FLAGSHIP HARBOR ADVISORS, LLC6,471$1.09M0.04%-20713F-HRTimeline
Allen Capital Group, LLC6,465$1.09M0.09%-3613F-HRTimeline
TRUST CO OF VERMONT6,454$1.09M0.04%13F-HRTimeline
Old North State Trust, LLC6,443$1.09M0.56%+35613F-HRTimeline
Caerus Investment Advisors, LLC6,420$1.09M0.37%+49313F-HRTimeline
Generali Investments, Management Co LLC6,419$1.09M0.24%-1,34613F-HRTimeline
ArrowMark Colorado Holdings LLC6,400$1.08M0.05%013F-HRTimeline
RWA WEALTH PARTNERS, LLC6,358$1.07M0.01%+59513F-HRTimeline
Dorsey & Whitney Trust CO LLC6,335$1.07M0.05%-3413F-HRTimeline
1ST SOURCE BANK6,321$1.07M0.05%-30013F-HRTimeline
Regal Investment Advisors LLC6,307$1.07M0.06%+29013F-HRTimeline
First National Trust Co6,307$1.07M0.04%-25013F-HRTimeline
Hennion & Walsh Asset Management, Inc.6,305$1.07M0.03%-3,32913F-HRTimeline
Kuhn & Co Investment Counsel6,302$1.07M0.62%+813F-HRTimeline
NORDEN GROUP LLC6,295$1.06M0.09%+44413F-HRTimeline
PEOPLES BANK /OH6,262$1.06M0.54%-1213F-HRTimeline
AMERICAN FINANCIAL GROUP INCin group AMERICAN FINANCIAL GROUP INC6,250$1.06M0.37%013F-HRTimelineGroup
Employees Retirement System of Texas6,248$1.06M0.01%new13F-HRTimeline
Retirement Planning Co of New England, …6,225$1.05M0.38%-20313F-HRTimeline
J. Safra Sarasin Holding AGin group J. Safra Sarasin Holding AG5,776$1.05M0.02%013F-HRTimelineGroup
Osmosis Investment Management UK Ltd6,218$1.05M0.05%-10,38113F-HRTimeline
Fiduciary Alliance LLC6,208$1.05M0.07%+7813F-HRTimeline
PRIVATE TRUST CO NA6,194$1.05M0.08%-10613F-HRTimeline
Tyche Wealth Partners LLC6,186$1.05M0.15%+313F-HRTimeline
Heck Capital Advisors, LLC6,141$1.04M0.06%+4413F-HRTimeline
Kovack Advisors, Inc.6,023$1.03M0.05%-9813F-HRTimeline
PEAPACK GLADSTONE FINANCIAL CORP6,094$1.03M0.01%-46913F-HRTimeline
Wealthcare Advisory Partners LLCgroup of 2 filers holding6,076$1.03M-4,662Timeline
Symphony Financial, Ltd. Co.5,919$1.02M0.11%-29913F-HRTimeline
Csenge Advisory Group6,031$1.02M0.04%-9413F-HRTimeline
ALTA CAPITAL MANAGEMENT LLC/6,020$1.02M0.08%-48413F-HRTimeline
Heritage Wealth Management, Inc.6,020$1.02M0.25%new13F-HRTimeline
Valmark Advisers, Inc.6,019$1.02M0.01%+2213F-HRTimeline
ANGELES WEALTH MANAGEMENT, LLCin group ANGELES WEALTH MANAGEMENT, LLC6,004$1.01M0.05%+9513F-HRTimelineGroup
Concentric Capital Strategies, LP5,965$1.01M0.06%new13F-HRTimeline
FAS Wealth Partners, Inc.5,964$1.01M0.05%+813F-HRTimeline
Matthew Goff Investment Advisor, LLC5,938$1M0.17%013F-HRTimeline
Soltis Investment Advisors LLC5,937$1M0.06%+29713F-HRTimeline
Whitener Capital Management, Inc.5,934$1M0.21%013F-HRTimeline
OVERSEA-CHINESE BANKING Corp Ltdin group OVERSEA-CHINESE BANKING Corp …5,926$1M0.02%-1,55513F-HRTimelineGroup
Texas Capital Bank Wealth Management Se…5,914$1000K0.05%+80213F-HRTimeline
Westbourne Investment Advisors, Inc.5,877$994K0.27%+15113F-HRTimeline
Arvest Bank Trust Division5,871$992K0.05%-2,00013F-HRTimeline
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…5,859$990K0.02%-6,98013F-HRTimelineGroup
Strategic Financial Services, Inc.5,857$990K0.04%013F-HRTimeline
CX Institutional5,839$987K0.03%-26813F-HRTimeline
FIRST NATIONAL BANK & TRUST CO OF NEWTO…4,651$985K0.2%-28613F-HRTimeline
Perpetual Ltdin group Perpetual Ltd5,805$981K0.01%-3413F-HRTimelineGroup
Aaron Wealth Advisors LLC5,803$981K0.05%+22913F-HRTimeline
SATURNA CAPITAL CORP5,794$979K0.01%-2,54013F-HRTimeline
WHITTIER TRUST CO OF NEVADA INC5,475$979K0.02%013F-HRTimeline
EPG Wealth Management LLC5,773$976K0.23%-17313F-HRTimeline
Perigon Wealth Management, LLC5,738$970K0.02%+7213F-HRTimeline
CERTUITY, LLC5,706$965K0.05%-2113F-HRTimeline
South Street Advisors LLC5,700$964K0.13%-50013F-HRTimeline
Smithfield Trust Co5,714$963K0.04%013F-HRTimeline
KEYNOTE FINANCIAL SERVICES LLC5,687$961K0.45%-713F-HRTimeline
Alphadyne Asset Management LP5,642$954K0.04%new13F-HRTimeline
Baker Ellis Asset Management LLC5,635$953K0.1%-2013F-HRTimeline
FAIRFIELD, BUSH & CO.5,617$950K0.47%+33713F-HRTimeline
BOOTHBAY FUND MANAGEMENT, LLC5,615$949K0.02%new13F-HRTimeline
Probity Advisors, Inc.5,593$945K0.14%-22713F-HRTimeline
HOWLAND CAPITAL MANAGEMENT LLC5,558$940K0.03%+68413F-HRTimeline
SIGNATURE ESTATE & INVESTMENT ADVISORS …in group SIGNATURE ESTATE & INVESTMENT…5,536$937K0.02%+12413F-HRTimelineGroup
WEATHERLY ASSET MANAGEMENT L. P.5,522$933K0.07%+24013F-HRTimeline
Aigen Investment Management, LP5,522$933K0.26%-3,41913F-HRTimeline
Atlas Legacy Advisors, LLC5,585$932K0.14%+39513F-HRTimeline
CFS Investment Advisory Services, LLC5,226$922K0.06%+2713F-HRTimeline
Rothschild Wealth LLC5,444$920K0.07%+57713F-HRTimeline
Checchi Capital Advisers, LLC5,442$920K0.06%013F-HRTimeline
Everhart Financial Group, Inc.5,413$915K0.06%+6913F-HRTimeline
BAR HARBOR WEALTH MANAGEMENTin group BAR HARBOR WEALTH MANAGEMENT5,409$914K0.05%+97313F-HRTimelineGroup
Davis Investment Partners, LLC5,402$913K0.28%+2113F-HRTimeline
SYON CAPITAL LLC5,392$912K0.04%+28213F-HRTimeline
IMC-Chicago, LLC5,384$910K0.01%new13F-HRTimeline
Belpointe Asset Management LLC5,352$905K0.03%+25813F-HRTimeline
Advisor OS, LLCin group Advisor OS, LLC5,343$903K0.06%+47613F-HRTimelineGroup
DOHENY ASSET MANAGEMENT /CA5,329$901K0.52%013F-HRTimeline
QTR Family Wealth, LLC5,322$900K0.31%+65813F-HRTimeline
ENDEAVOR PRIVATE WEALTH, INC.5,283$893K0.22%-57713F-HRTimeline
Pinnacle Wealth Management Advisory Gro…5,273$891K0.05%-18213F-HRTimeline
Aster Capital Management (DIFC) Ltd5,246$887K0.19%+5,05113F-HR/ATimeline
BWM Planning, LLC5,240$886K0.21%-4,26513F-HRTimeline
Integrated Advisors Network LLC5,236$885K0.04%-9213F-HRTimeline
Rathbones Group PLC5,226$883K<0.01%-40413F-HRTimeline
Westhampton Capital, LLC5,190$877K0.36%013F-HRTimeline
CHICAGO TRUST Co NA5,180$876K0.13%-2,18113F-HRTimeline
Pine Valley Investments Ltd Liability Co5,171$874K0.04%+113F-HRTimeline
TRUST CO OF TOLEDO NA /OH/5,170$874K0.07%-11513F-HRTimeline
Cornerstone Wealth Group, LLC5,162$873K0.05%+14713F-HRTimeline
MCCARTER PRIVATE WEALTH SERVICES LLC5,161$872K0.3%+13313F-HRTimeline
W.G. Shaheen & Associates DBA Whitney &…5,155$871K0.06%+113F-HRTimeline
BRIDGES INVESTMENT MANAGEMENT INC5,152$871K0.01%+10513F-HRTimeline
Wealth Enhancement Trust Services, Inc.5,126$867K0.1%-1,49213F-HR/ATimeline
Amova Asset Management Americas, Inc.in group Amova Asset Management Americ…5,117$865K0.01%-2,90113F-HRTimelineGroup
Rosenberg Matthew Hamilton5,106$863K0.16%013F-HRTimeline
Allen Mooney & Barnes Investment Adviso…5,104$863K0.13%-10613F-HRTimeline
Worth Financial Advisory Group, LLC5,085$860K0.36%new13F-HRTimeline
Montecito Bank & Trust5,084$859K0.13%+8713F-HRTimeline
Larson Financial Group LLC5,060$855K0.02%+11813F-HRTimeline
Lombard Odier Asset Management (Switzer…5,056$855K0.03%-60013F-HRTimeline
Valley Brook Capital Group, Inc.5,055$854K0.48%+113F-HRTimeline
Baring Financial LLC5,027$850K0.47%-18513F-HRTimeline
TritonPoint Partners, LLCgroup of 2 filers holding5,020$849K+3,005Timeline
CHILTON INVESTMENT CO INC.5,015$848K0.02%+1,34913F-HRTimeline
AUGUSTINE ASSET MANAGEMENT INC5,013$847K0.17%-3213F-HRTimeline
Premier Path Wealth Partners, LLC5,006$846K0.1%+9113F-HRTimeline
Ceeto Capital Group, LLC5,000$845K0.23%013F-HRTimeline
REXFORD CAPITAL INC4,998$845K0.52%-5613F-HRTimeline
Smartleaf Asset Management LLC4,826$840K0.03%013F-HRTimeline
Autumn Glory Partners, LLC4,943$836K0.24%013F-HRTimeline
Venturi Wealth Management, LLC4,944$836K0.03%+43113F-HRTimeline
CSS LLC/IL4,930$833K0.04%+4013F-HRTimeline
KCM INVESTMENT ADVISORS LLC4,918$831K0.02%-14513F-HRTimeline
Baker Avenue Asset Management, LP4,899$828K0.02%+23313F-HRTimeline
DRIVE WEALTH MANAGEMENT, LLC4,836$818K0.15%+83013F-HRTimeline
Gryphon Financial Partners LLC4,836$818K0.07%+8513F-HRTimeline
GARRISON POINT ADVISORS, LLC4,828$816K0.33%-15213F-HRTimeline
SIG BROKERAGE, LP4,758$804K0.13%+3,48513F-HRTimeline
JACKSON THORNTON WEALTH MANAGEMENT, LLC4,751$803K0.06%+57613F-HRTimeline
111 Capital4,748$803K0.14%+1,23713F-HRTimeline
MassMutual Private Wealth & Trust, FSB4,721$798K0.02%+4013F-HRTimeline
Veracity Capital LLC4,693$793K0.21%+14713F-HRTimeline
Corps Capital Advisors, LLC4,684$792K0.64%013F-HRTimeline
LVM CAPITAL MANAGEMENT LTD/MI4,676$790K0.07%013F-HRTimeline
Pinnacle Wealth Planning Services, Inc.4,652$786K0.07%-413F-HRTimeline
Philip James Wealth Mangement, LLC4,652$786K0.09%-1,16913F-HRTimeline
Investors Research Corp4,650$786K0.14%-4213F-HRTimeline
Siemens Fonds Invest GmbH4,649$786K0.04%+2,16013F-HRTimeline
Essential Partners LLC4,643$785K0.36%+77213F-HRTimeline
Veratis Advisors, Inc.4,597$777K0.55%13F-HRTimeline
Arkfeld Wealth Strategies, L.L.C.4,361$773K0.23%-17413F-HRTimeline
5T Wealth, LLC4,574$773K0.29%-4713F-HRTimeline
BANK OF HAWAII4,566$772K0.04%-82913F-HRTimeline
Redwood Investment Management, LLCin group Redwood Investment Management…4,543$768K0.08%new13F-HRTimelineGroup
Rossby Financial, LCC4,530$766K0.14%+36113F-HRTimeline
EVERPAR ADVISORS LLC4,480$757K0.22%-68313F-HRTimeline
Wealth Advisory Solutions, LLC4,479$757K0.16%013F-HRTimeline
Forvis Mazars Wealth Advisors, LLC4,479$757K0.01%+78213F-HRTimeline
Roehl & Yi Investment Advisors, LLC4,452$753K0.25%-1,04913F-HRTimeline
MANGROVE PARTNERS IM, LLC4,447$752K0.05%013F-HRTimeline
Peregrine Asset Advisers, Inc.4,444$751K0.16%013F-HRTimeline
NVWM, LLC4,441$751K0.15%-2913F-HRTimeline
GWN SECURITIES INC.4,388$742K0.12%+2413F-HRTimeline
Falcon Wealth Planning4,347$735K0.05%+1,98213F-HRTimeline
Joel Isaacson & Co., LLC4,344$734K0.02%-54513F-HRTimeline
Harvest Fund Management Co., Ltdin group Harvest Fund Management Co., …4,338$733K0.02%013F-HRTimelineGroup
Moment Partners, LLC4,327$732K0.13%+8013F-HRTimeline
Princeton Global Asset Management LLC4,326$731K0.1%+64513F-HRTimeline
Nippon Life Global Investors Americas, …4,320$730K0.03%-27013F-HRTimeline
Lincoln Capital LLC4,310$729K0.13%-15013F-HRTimeline
HANTZ FINANCIAL SERVICES, INC.4,306$728K0.01%+1,87713F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
HENNESSY ADVISORS INC4,282$724K0.02%-51813F-HRTimeline
MBL Wealth, LLC4,281$724K0.05%+13513F-HRTimeline
West Family Investments, Inc.4,280$724K0.21%new13F-HRTimeline
Aull & Monroe Investment Management Corp4,270$722K0.3%+3313F-HRTimeline
SFMG, LLC4,265$721K0.04%+40613F-HRTimeline
Johnson & White Wealth Management, LLC4,235$716K0.27%013F-HRTimeline
Modera Wealth Management, LLC4,210$712K0.01%+14213F-HRTimeline
PDS Planning, Inc4,208$711K0.04%+34113F-HRTimeline
Caitong International Asset Management …4,205$711K0.1%-7,63613F-HRTimeline
RITHOLTZ WEALTH MANAGEMENT4,203$710K0.01%+84013F-HR/ATimeline
Jupiter Wealth Management LLC4,200$710K0.28%013F-HRTimeline
Freestone Capital Holdings, LLCin group Freestone Capital Holdings, L…4,193$709K0.02%+42613F-HRTimelineGroup
Jacobs Equity LLC4,180$707K0.49%+75113F-HRTimeline
Alchemi Wealth, LLC4,178$706K0.33%+2313F-HRTimeline
Modern Wealth Management, LLC4,172$705K0.01%+11613F-HRTimeline
Basepoint Wealth LLC4,165$704K0.4%-18013F-HRTimeline
TRED AVON FAMILY WEALTH, LLC4,144$701K0.21%-4013F-HRTimeline
Bank of Marin4,141$700K0.49%-9413F-HRTimeline
Burford Brothers, Inc.4,140$700K0.26%+1213F-HRTimeline
SAM Advisors, LLC4,136$699K0.19%013F-HRTimeline
Armor Investment Advisors, LLC4,136$699K0.22%-23013F-HRTimeline
1248 Management, LLC4,134$699K0.27%+2,88813F-HRTimeline